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HSBC Midcap Fund vs Invesco India Midcap Fund compare
Invesco India Midcap Fund - Growth Option
HSBC Midcap Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Invesco India Midcap Fund - Growth Option | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Fund | Invesco India Midcap Fund - Growth Option | HSBC Midcap Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹8062 Cr | ₹11749 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 19 Apr 2007 | 09 Aug 2004 |
| Category | Mid Cap | Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 150 MidCap Index | BSE 150 MidCap Index |
| Turn Over | 70% | 19% |
| Expense Ratio | 1.8 | 1.71 |
| Manager | Aditya Khemani | Venugopal Manghat |
| ISIN Code | INF205K01BC9 | INF917K01254 |
| Exits Load | Invesco India Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | HSBC Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Invesco India Midcap Fund - Growth Option | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 1 Month | 2.03% | 4.42% |
| 6 Month | 26.7% | 26.56% |
| 1 Year | 7.83% | -0.82% |
| 3 Year | 26.03% | 22.95% |
| 5 Year | 28.44% | 24.36% |
SIP Return Analysis
| Scheme Name | Invesco India Midcap Fund - Growth Option | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 6 Month | 7.06% | 7.51% |
| 1 Year | 23.07% | 17.41% |
| 3 Year | 28.62% | 23.71% |
| 5 Year | 25.52% | 21.78% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Midcap Fund - Growth Option | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| 1 Year | 14.54% | 16.41% |
| 3 Year | 18.76% | 16.42% |
| 5 Year | 19.05% | 16.86% |
Risk Management
| Scheme Name | Invesco India Midcap Fund - Growth Option | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 13.27% | 16.88% |
| Sharp | 1.2% | 0.91% |
| Beta | 0.95% | 0.97% |
| Alpha | 4.69% | 1.08% |
Fund Managers
| Scheme Name | Invesco India Midcap Fund - Growth Option | HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Name | Aditya Khemani | Venugopal Manghat |
| Total AUM | ₹12070 Cr | ₹41442 Cr |
| Funds Managed | 3 | 7 |
| Invesco India Midcap Fund - Growth Option | HSBC Midcap Fund - Regular Growth |
Market Cap
| Scheme Name |
Invesco India Midcap Fund - Growth Option |
HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Others | 8.19 | 7.03 |
| Mid Cap | 59.02 | 63.52 |
| Large Cap | 12.26 | 15.83 |
| Small Cap | 20.53 | 13.61 |
Sector Allocation
| Scheme Name |
Invesco India Midcap Fund - Growth Option |
HSBC Midcap Fund - Regular Growth |
|---|---|---|
| Others | 1.92 | 1.04 |
| Industrials | 10.06 | 27.87 |
| Consumer Cyclical | 16.17 | 13.81 |
| Healthcare | 19.75 | 11.24 |
| Real Estate | 7.86 | 0.1 |
| Financial Services | 29.43 | 26.49 |
| Technology | 7.74 | 11.22 |
| Basic Materials | 5.42 | 1.05 |
| Communication Services | 1.65 | 1.65 |
| Utilities | - | 1.37 |
| Consumer Defensive | - | 4.17 |
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